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Shape Software vs CloudYogi CRM: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Shape Software vs. CloudYogi CRM is based on a specific set of business needs and context. The comparison uses 2484 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Shape Software and CloudYogi CRM

Shape Software, and CloudYogi CRM belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Shape Software covers Capturing Leads with Promotions, Lead Nurturing with Promotions, Drip Marketing with Text SMS, Sales Document Management with Offline, etc.

CloudYogi CRM focuses on Helpdesk Management, Engagement Management, Social Media Management, Collaboration with Offline, etc.

"Shape has been invaluable for the growth of my business. It's taken the stress out of organizing and tracking new leads with a reliable & automated follow-up system. Shape Software has given me the freedom to focus on my clients. " - Aaron Powell

"We received excellent service, extensive support and had the added peace of mind of having a team of expert software developers working on our project. Subsequently, we went on to implementing a further three different supplement sites with Target I...ntegration. With no hesitation, I would highly recommend Target Integration. " - Eric Baneham

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Shape Software

Focus area

Shape Software is better than CloudYogi CRM for

Software Failure Risk

  • low

logo CloudYogi CRM

Focus area

CloudYogi CRM is better than Shape Software for

Software Failure Risk

  • low

About

CRM that connects team, applications, and clients in one centralized hub.

CloudYogi CRM | Boosts your customer and sales management by providing an easy to use interface

Financials

NA

Business Need

Total Processes
(we found evidences for)

44

73

Total Goals
(we found evidences for)

6

12

Top Processes

Evidences indicate better relative satisfaction





sales document management

contract management

proposal & quote management


workflow management



engagement management

engaging and following up


campaign management

campaign monitoring


generation of new leads


communication management

sending & publishing communications

tracking & monitoring communications




competitive intelligence



sales call management

meeting management


helpdesk management


billing and invoice management


advocacy management


conversion management


training & onboarding



social media management

social media analytics


lead qualification


relationship management


content management




contact list management



membership management


measuring customer satisfaction


customer feedback management

measuring customer satisfaction



pipeline management



performance management


social media marketing



products & pricelist management



opportunity management


account management


lifetime value management


relationship marketing



knowledge management


Top Goals

Goals Achieved

  • Acquire customers

  • Scale best practices

  • Enhance customer relationships

  • Improve ROI

  • Increase sales & revenue

  • Improve internal communications

  • See 3 more
  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve efficiency

  • Scale best practices

  • Improve ROI

  • Manage risk

  • Improve visibility

  • Improve stakeholder relations

  • Grow market share

  • Improve brand engagement

  • Improve internal communications

  • See 9 more

Top Channels

Channels Used

  • mobile

  • e-mail

  • social media

  • website

  • offline

  • chat

  • point of sale

  • phone calls

  • video

  • mobile app

  • on premises

  • user generated content

  • blogs

  • events

  • trade shows

  • omnichannel

  • Instagram

  • Whatsapp

  • Twitter

  • LinkedIn

  • Facebook

  • promotions

  • causes and charity

  • text SMS

  • See 21 more
  • mobile

  • e-mail

  • social media

  • website

  • offline

  • chat

  • point of sale

  • phone calls

  • video

  • mobile app

  • on premises

  • user generated content

  • blogs

  • events

  • trade shows

  • omnichannel

  • Instagram

  • Whatsapp

  • Twitter

  • LinkedIn

  • Facebook

  • promotions

  • causes and charity

  • text SMS

  • See 21 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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medium

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Security & Privacy Risk

medium

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low

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Integration Risk

low

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low

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Migration Risk

medium

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low

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Business Setting